$35MM AUM | $300,000 GDC in Loveland, CO

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge | Succession
Location
Loveland, CO, US
Fee 0% Commission 100%
Gross Revenue
$300,000.00
# of Accounts
200
Avg Client Age
55
Overview

100% Fee based RIA specializing in tax efficient value based investing strategies and financial life planning. Looking for books of business to potentially buy or just do the investment strategies.

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